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Frank Mokosak, CFP®

Agnew Mokosak Group

1025 Ashworth Rd
Suite 180
W. Des Moines, IA 50265
Phone: (515) 223-5404
Fax: (515) 223-5436

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Household Income Minimum: $50,000
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.